Investment Analyst

• Aug 2022 - Present

M&A and Strategy Advisor

• Feb 2022 - Aug 2022

● Co-advised an Electronics Manufacturing Services (EMS) company (pre-money valuation USD35mn) in fundraising USD20mn for a new factory in the Saigon Hi-Tech Park.● Researched and formulated an entry strategy for launching a digital bank and a go-to-market strategy for distributing a financial product with market size approx. USD7bn in Vietnam.● Prepared financial model, information memorandum and other materials for investor communication.● Conducted preliminary research on blockchain with focus on crypto exchange business models and their tokens.

Investment Analyst Intern

• Nov 2021 - Feb 2022

Private Equity Analyst Intern

• May 2021 - Nov 2021

● Perform industry analysis, including agriculture, native starch, concrete block, industrial technology, telemedicine, etc. with focus on investment and expansion opportunities.● Spearhead corporate development strategy for investee companies, namely a mid-sized technological solutions provider with focus on sustainable business model and partnership development.● Conduct research on public policy and legal framework regarding oversea listings of Vietnamese companies to analyze hindrances and benchmark with China.Actually, I learned much more than just work experience from the C-suites. Special lessons learned:(1) Social Capital: Every good thing we do constitutes our social capital and will definitely turn into sustainable resources one day. Good things will eventually come to you.(2) Activism: As a retail investor and a student, I used to purely analyze companies with focus on their existing competitive advantages while ignoring opportunities in business turnaround. Push your thinking further with an ownership mindset to see how you can make an impact on the business and create value.

Private Equity Analyst Intern

• Dec 2020 - Apr 2021

● Engaged in post-investment management of 3 investee companies in healthcare, agriculture and distribution industries via performance analysis and assisting the companies’ operation.● Devised exit strategy for two +$40mn deals with focus on legal research and deal structuring.● Assisted the Investment Banking team in researching the education industry and performing credit analysis for 2 potential bond issuers.Special lessons learned:(1) "People Due Dilligence": Working with people plays a critical role in private equity. You need great interpersonal skills to manage all stakeholders well. (2) Ethics: It pays to be ethical but it will offer your substantial rewards in the long run.

Equity Research Intern

• Sep 2020 - Dec 2020

● Conducted detailed research and analysis on the industrial park and marine port industries with solid forecasting judgements on the global supply chain restructuring shift to Vietnam.● Worked directly with the manager to assist in composing reports on 4 stocks BCM, GVR, PHR and DRC to be distributed to institutional and retail investors in Vietnam and overseas.● Got training sessions in real estate industry and financial modeling from investment manager.Special lessons learned:(1) Relationship building: In a big corp and a big team, unless you proactively reach out and talk to people, they will not really remember you.(2) Professionalism & Accountability: It is always better to be more professional and accountable than needed. Always ready to go extra mile to support your team and credits will naturally come to you.